Individually Managed Account Service
For investors who want direct ownership of their share market investments - Wealth Within provides an Individually Managed Account Service tailored to your needs. It provides all of the benefits of being a shareholder without the headaches of running your own portfolio. Using a proven and disciplined investment technique, our aim is to help you consistently outperform the share market over the medium to long term.
Designed for investors who want superior market returns - our professional investment analysts scan the market to find the best performing stocks to create a top performing portfolio for you.
Given this our Individually Managed Account Service is suitable for clients who:
- do not have the time or expertise to manage their own portfolio
- would prefer to utilise the expertise of professionals
- have cash to invest or have an existing portfolio
- would like timely reporting on their investments
- are seeking superior market returns
Historical Performance
Below are examples of Portfolios which Wealth Within has been managing since April 2003.
PKF Chartered Accountants & Business Advisors ('PKF'), a major Australian and global accounting firm, have reviewed the results of our portfolios and have verified both the performance methodology and accuracy of the results for the period from inception (7 Apr 03) to 6 April, 2008.
Read the findings of the PKF review. View the performance methodology.
| Portfolio | 5 Yr
Total Return |
Performance P.A. |
| Blue Chip | 94.34% |
18.87% |
| Growth | 147.16% |
29.43% |
Represents the average annual change in capital value per annum net of fees and brokerage.
Assumes reinvestment of income.
5 year return to 6 Apr 08.
Returns audited by PKF Chartered Accountants.
Past Performance is no indication of future performance.
Wealth Within manages individual accounts, so each account may display different performance results.
Our Expertise, Our Performance, Your Choice
The benefits to you include:
- All shares held in your name
- Professionally managed individual account
- Full administration of your portfolio
- Superior market returns
- More effective tax planning
- Direct benefit of dividends
- Funds invested only in leading ASX companies
- Competitive fee structure
- Leveraging opportunities available
- 24/7 access online
- Comprehensive online reporting
- Quarterly reports giving you greater detail of all trades and performance
The minimum investment for retail clients is $50,000 while for sophisticated investors it is $100,000. A competitive fee structure is offered in line with these investment opportunities.
More Information
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Free Call
Request an information pack be sent to you to learn more about our Individually Managed Account Service.
Alternatively, you can call our office to speak with a Client Services Consultant call - 1300 742 738.
Want to take a more active role to managing your portfolio - learn more about our Share Trading Education.
